HCIA

Hochman Cole Investment Advisors Portfolio holdings

AUM $255M
1-Year Est. Return 23.26%
This Quarter Est. Return
1 Year Est. Return
+23.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$8.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$418K
2
+$415K
3
+$399K
4
BF.B icon
Brown-Forman Class B
BF.B
+$279K
5
ABBV icon
AbbVie
ABBV
+$273K

Top Sells

1
+$1.56M
2
+$958K
3
+$602K
4
JPM icon
JPMorgan Chase
JPM
+$212K
5
IBM icon
IBM
IBM
+$210K

Sector Composition

1 Healthcare 4.17%
2 Technology 1.69%
3 Financials 1.51%
4 Communication Services 1.5%
5 Energy 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.9M 8.02%
135,408
-1,227
2
$12.3M 7.67%
163,512
-95
3
$12M 7.49%
189,357
-121
4
$6.94M 4.32%
128,699
-1,413
5
$6.35M 3.96%
198,688
-511
6
$5.37M 3.35%
33,041
+243
7
$4.7M 2.93%
170,452
+699
8
$4.42M 2.75%
23,771
-152
9
$4.33M 2.7%
44,201
-117
10
$4.2M 2.62%
39,361
11
$3.56M 2.22%
22,014
-214
12
$3.48M 2.17%
22,298
+1
13
$3.44M 2.14%
25,746
-874
14
$3.42M 2.13%
36,217
+2,885
15
$3.29M 2.05%
67,819
-950
16
$3.28M 2.04%
11,288
-142
17
$2.85M 1.77%
17,683
18
$2.56M 1.6%
48,682
+7,580
19
$2.4M 1.5%
14,262
20
$2.38M 1.48%
19,502
+558
21
$2.33M 1.45%
41,204
-492
22
$2.16M 1.35%
41,730
-646
23
$2.14M 1.34%
29,220
-399
24
$2.03M 1.27%
12,391
-101
25
$1.94M 1.2%
75,275
1
2 3 4 5